Jorge Gonzalez
Jorge Gonzalez is a CFP-designated registered investment advisor at Ae Wealth Management, LLC, based in Pembroke Pines, FL, with 12 years of industry experience. Jorge operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 128,073 clients with $50B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Fees are negotiable and set by individual investment advisor representatives up to a maximum annual rate of 2.50% (rates above 2.0% require compliance approval).
Fee Estimator
Location
1961 NW 150th Ave, Ste 201, Pembroke Pines, FL, 33028
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jorge is the President and Owner/Advisor at Synergy Financial Strategies, Inc., where he focuses on insurance sales and services, dedicating nearly full-time hours. He is also involved in real estate investments and holdings through JCP Ventures, Inc. and GONVAL HOLDING, LLC, and is a shareholder in JAJ Financial Resources, Inc., an educational insurance agency, spending minimal time on each of these ventures.
Employment History
Current Registrations
Ae Wealth Management, LLC
Previous Registrations
Veritrust Financial, LLC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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